DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Wela Strategies, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Tanner John SterkCapital Investment Advisors, LLC independent RIAWela Strategies, Inc. independent RIARIA to RIAJun 29, 2026Aug 5, 2025
Justyn Marsalis GradyBeacon Pointe Advisors, LLC independent RIAWela Strategies, Inc. independent RIARIA to RIASep 4, 2025Oct 2, 2025
Kevin MadiganFisher Investments independent RIAWela Strategies, Inc. independent RIARIA to RIAJul 18, 2023Aug 23, 2023 (36 d)
Edward Francis GoeppPark Avenue Securities LLC otherWela Strategies, Inc. otherOtherAug 31, 2012Nov 8, 2012 (69 d)
Curt Edwin KleinCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Jul 29, 2008
Wesley Hanes MossCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Apr 14, 2009
Thomas Oakley MooreCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Jul 25, 2008
Howard Paul AlpernCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Aug 4, 2008
Bryan Justin ReaCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Jul 24, 2008
Mitchell Buddy ReinerCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Jul 22, 2008
Ryan Alexander ElyCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Apr 16, 2010
Matthew Ross ReinerCapital Investment Advisors LLC unclassifiedWela Strategies, Inc. otherOtherAug 1, 2011Jul 31, 2009
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12 moves match.